TAG Wealth Management, LLC

Overview

TAG Wealth Management, LLC is registered as an SEC adviser and organized as a limited liability company. The firm’s regulatory snapshot lists an SEC registration date of 1969 and identifies ownership as a mix of a domestic entity and an individual. The profile supplied few operational details: the firm is classified as unclassified, is not flagged as a capital allocator, does not identify as an active ESG investor, and is not designated as a multi-state adviser, pension consultant, or related adviser. The publicly available summary offers limited information on business lines, client segments, fee schedules, or advisory activities, so the firm’s client-facing positioning and service model are not described in the record.

Assets & Accounts

Location & Offices